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Continental Advisors’s UBS Group UBS Stock Holding History

Continental Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,163
Closed -$201K – 39
2023
Q3 		$201K Sell
8,163
-13,122
-62% -$323K 0.11% 36
2023
Q2 		$431K Buy
+21,285
New +$431K 0.2% 34